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Crystal Arlene Jacquay

Avalon Wealth Advisory, Inc.

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About Crystal Arlene Jacquay

Crystal Jacquay is an Investment Advisor Representative at Avalon Wealth Advisory, Inc. Crystal has been in the industry since 2011 and has experience working with a wide range of clients, including individuals, families, and businesses. Crystal is dedicated to providing her clients with personalized financial advice and guidance. Crystal specializes in Financial Planning and Selection of Other Advisers. Crystal holds a Series 65 license and is registered with the state of Indiana.

Firm Information

Crystal Jacquay is currently registered with Avalon Wealth Advisory, Inc.. Avalon Wealth Advisory, Inc. is an investment advisory firm that provides financial planning and selection of other advisors services. They have 7 investment adviser representatives.

Not reported

Assets Under Management

188

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Crystal Jacquay’s Registration & Firm History

IN

03/30/2022 - Present

Avalon Wealth Advisory, Inc. (Indianapolis IN)

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Licenses & Designations

IA

Issued 03/30/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Crystal Arlene Jacquay.
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